Job Description

Job Description

Job Description

D.A. Davidson & Co. - the Strength of Advice

Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities. D.A. Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.

Investment Banking – Experienced Analyst

D.A. Davidson & Co., a leading full-service investment banking firm with operations nationwide, is accepting applicants for a full-time Experienced Analyst position working with the firm’s Investment Banking Financial Institutions Group. The Experienced Analyst will play an important role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services. 

• Bright, professional, and motivated with the desire to excel in an intellectually challenging environment
• 2-3 years of experience working in investment banking or transaction experience in related fields such as accounting, consulting or corporate finance required.
• Interest and curiosity in the Financial Institutions sector
• Bachelor’s degree with a minimum 3.5 GPA.
• Working knowledge of business software (especially Word, Excel and PowerPoint).
• High level of financial knowledge (financial modeling, macroeconomics, current events, etc.).
• Excellent verbal and written communications skills, strong work ethic and teamwork skills. Self-motivated, with a strong desire to excel in a challenging field.
• Good judgment in confidential situations and ability to exercise discretion when handling confidential information.
• Flexibility to work long hours, nights, and weekends, as needed for workflow.
• Possession of Securities Industries Essentials (SIE), Series 79, and 63 licenses preferred but not required. New hires without these licenses will require successful completion upon hiring.

• Develop financial modules to analyze a wide variety of client-specific projects.
• Collaborate with an industry team from peer analysts to managing directors.
• Prepare research/analytical content for pitch books, memorandums, presentations, and other projects.
• Support business development activities of senior investment bankers.
• Attend client meetings and interact on transactional and technical issues.
• Actively participate in live deals, such as M&A, IPOs, and advisory. 

The potential base pay hiring range for this role is $105,000 - $115,000 per year. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs, the base range posted does not include potential bonus compensation.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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